Deleting Trees or Tree Nodes

This topic discusses how to:

  • Use Tree Manager to delete tree items.

  • Delete residual territory definitions from PeopleSoft Sales.

Note: Be extremely cautious about deleting an entire tree. Generally, you delete an entire tree only if it is a draft that you created while practicing tree setup.

Use the Tree Structure Maintenance page (PSTREESTRCMAINT) to delete tree nodes.

Navigation:

Tree Manager > Tree Utilities > Copy/Delete Tree > Tree Structure Maintenance

Page Name

Definition Name

Usage

Using Tree Manager to Delete Tree Items

PSTREEMAINT

Delete a tree.

Tree Structure Maintenance

PSTREESTRCMAINT

Delete tree nodes.

Delete Territory Page

RSF_TR_DEL_TREE

Delete residual tree and territory data from the application after deleting trees or nodes in Tree Manager.

Access the Tree Maintenance (Tree Manager, Tree Utilities, Copy/Delete Tree, Tree Maintenance) and Tree Structure Maintenance (Tree Manager, Tree Utilities, Copy/Delete Tree, Tree Structure Maintenance) pages in Tree Manager.

See PeopleTools: Tree Manager product documentation.

Using Tree Manager, you can delete nodes from a tree or delete an entire tree. Tree Manager does not, however, delete the territory data associated with trees or nodes across applications. This residual territory data still exists in PeopleSoft Sales and can be included in prompt lists as if actively assigned to a tree. For example, you might delete the node for the Western territory, but the Western territory and its data still exist. You must delete this residual territory data from PeopleSoft Sales by using the Delete Territory page.

Use the Delete Territory page (RSF_TR_DEL_TREE) to delete residual tree and territory data from the application after deleting trees or nodes in Tree Manager.

Navigation:

Set Up CRM > Product Related > Sales > Territory > Delete Territory > Delete Territory

This example illustrates the fields and controls on the Delete Territory page.

 Delete Territory page

All territories that are deleted from a tree in PeopleSoft PeopleTools are listed on this page. Deleted territories are no longer used for visibility or assignment. Use this page to delete residual territory data from PeopleSoft Sales.

Field or Control

Description

Select

Select the territory tree or node for which you want to delete residual data.

Delete Selected Territories

When you click this button, the system prompts you to confirm the deletion of residual data for the selected items. If you proceed, the system deletes the selected items and returns you to the Delete Territory page, which lists any territories that still exist for the tree.